steeleman20
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Fanfare, thank you for your help.We let our probate lawyer handle everything and the other 1099-Rs listed the distributions code as "4" in my name.For whatever ...
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PS.Fanfare, if I stated I was the beneficiary I'm sorry.I thought I stated that his estate went to probate as he didn't name anyone as his beneficiary.My family...
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Fanfare, I really do appreciate your answers.With that stated, all I trying to convey is that the bank that has the account in the name of "Estate of W... S.......
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Fanfare, Why do you say that they contradict each other?4 is for Death & the G is for direct rollover.Could you explain as I'm not a tax person.
Activity Feed for steeleman20
- Posted Thanks and I'll double check! on Retirement tax questions. June 6, 2019 5:26 AM
- Posted Fanfare, thank you for your help. We let our probate law... on Retirement tax questions. June 6, 2019 5:26 AM
- Posted PS. Fanfare, if I stated I was the beneficiary I'm sorry... on Retirement tax questions. June 6, 2019 5:26 AM
- Posted Fanfare, I really do appreciate your answers. With that... on Retirement tax questions. June 6, 2019 5:26 AM
- Posted Fanfare, Why do you say that they contradict each other?... on Retirement tax questions. June 6, 2019 5:26 AM
- Posted Yes. The 1099-R with the distribution code of 4G was mad... on Retirement tax questions. June 6, 2019 5:26 AM
- Posted I'm the executor of an estate and received a 1099-R with "4G" distribution code in box 7. How do I file a 1041 as TT Business doesn't allow entering 1099s? on Retirement tax questions. June 6, 2019 5:26 AM